+48.9%
APH vs APTV
-43.0%
+92.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.6% | +3.4% | -0.2% |
| 7D | +0.2% | +2.0% | -1.8% | -0.2% |
| 30D | -3.3% | -7.7% | +4.4% | -1.6% |
| 3M | +14.0% | -34.0% | +48.0% | +26.7% |
| 6M | +24.4% | -37.1% | +61.5% | +37.1% |
| YTD | +21.4% | -39.9% | +61.3% | +34.0% |
| 1Y | +48.9% | -44.4% | +93.4% | +65.5% |
| All | +48.9% | -43.0% | +92.0% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded APTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling